Ashley Blackmore - Camargue Wealth
Cheadle
Cheadle
I offer an initial free of charge 1hr discussion, this gives us both an opportunity, firstly for you to understand what areas of advice I can advise you on and secondly for me to understand what you are trying to achieve.
At our first meeting, we conduct a fact find and a presentation of my services, by the end of the meeting you will understand how I can help you achieve your goals and how much it will cost you.
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What do you love most about your job?
Helping clients plan is something that excites me. It's great to see a clients face when you've just saved them a potential inheritance tax charge that is in the hundreds of thousands, or you have helped them grow their pension so they can then access the tax-free cash for something that's important to them.
What inspired you to start your own business?
I wanted to build something it's in my nature to do that, just like helping clients to build and protect their wealth. I also got tired of working for someone else and not getting any praise when you've done a good job.
Why should our clients choose you?
I am as highly qualified as we can get in our industry, being a chartered adviser means I hold advanced qualifications in all areas of financial advice, this means my clients can rest assured that the advice they receive is of the highest standard.
Can you provide your services online or remotely? If so, please add details.
I can provide my services remotely over the over the telephone, my preference is face to face appointments.
What changes have you made to keep your customers safe from Covid-19?
Like most of the UK we have been working from home and conducting online meetings. I have started to see clients face to face and we are observing social distancing measures whilst conducting these meetings.
Pensions
We offer a free review of your current personal pensions
Final Salary Pension
We are able to look at your Final Salary Pensions and help you decide if it is in your best interest or not to move them. In most cases it is not in your best interest to move these schemes.
Investments
Investments cover a large topic, we advise on all tax and capital gains tax efficient products.
